# Samco CEO Jimet Modi's five-way portfolio formula

> Samco CEO Jimet Modi recommends 20% each in largecaps, midcaps, smallcaps, gold and global equities for a balanced portfolio during market correction.
- Title: Samco CEO Jimet Modi's five-way portfolio formula | Shortify
- Summary: Samco CEO Jimet Modi recommends 20% each in largecaps, midcaps, smallcaps, gold and global equities for a balanced portfolio during market correction. Samco…
- Keywords: samco, jimeet modi, largecaps, midcaps, smallcaps, gold, global equities, portfolio, market correction, asset allocation, money, business
- Source: The Economic Times — https://economictimes.indiatimes.com/markets/expert-view/gold-global-equities-largecaps-midcaps-and-smallcaps-samco-ceo-jimet-modis-five-way-portfolio-formula/articleshow/135105177.cms
- Author: Nikhil Agarwal
- Published: 2026-10-22T02:46:00+00:00
- Read time: 2 min
- Topics: samco, jimeet modi, largecaps, midcaps, smallcaps, gold, global equities, portfolio, market correction, asset allocation, money, business
## Market correction advice
Samco CEO Jimet Modi recommends a 20% allocation to largecaps, midcaps, smallcaps, gold, and global equities for balanced risk management.
## Market correction timeline
Modi expects the market to remain range-bound for 10 to 12 months without a bull or bear market.
## Largecap challenges
Largecaps lack growth drivers and are cash flow engines, not innovation engines, according to Modi.
## Smallcap opportunity
Modi is bullish on smallcaps over the long term but warns against short-term chasing.
## Gold investment
Gold is seen as a hedge against geopolitical instability and currency devaluation.
## AI trade concerns
Modi states India is not a priority market for anti-AI trade hedging, unlike Brazil.
## Sector outlook
Modi highlights industrial products, metals, and defense as sectors with long-term growth potential.
## Traditional sectors
Modi is not bullish on traditional sectors like IT, autos, or banks due to lack of transformation.
## Gold valuation
Gold has corrected 20 to 25% from peak levels, with current price around $4,200.
## Portfolio strategy
Modi advises against concentration in smallcaps and emphasizes diversification across asset classes.
## Long-term outlook
Modi expects smallcaps to create disproportionate wealth over 8 to 10 years compared to largecaps.
## Market correction risks
Modi warns against overexposure to smallcaps and the risks of crowding in the market.
## AI trade analysis
Modi states the AI trade is not a bubble, with current valuations sub-30 times earnings versus dot-com peak of 60-80 times.
## Gold as diversifier
Modi recommends gold as a diversifier, not a core allocation, with 20% being optimal for risk management.
## Sector rotation
Modi suggests industrial products, metals, and defense as sectors to target on market dips for long-term gains.
## Market correction conclusion
Modi advises a balanced portfolio with 20% in each asset class to navigate the prolonged market correction.
## Key takeaway

Samco CEO Jimet Modi advises investors to allocate 20% each to largecaps, midcaps, smallcaps, gold, and global equities to manage risk during market corrections.